Kaum ib hlis los txog rau thaum xaus, cov khoom tshiab PE txuas ntxiv ua rau poob qis; Kev thov qis qis qis, txwv kev tso tawm; Lub hlwb ntawm kev tsim kho kev lag luam tseem cuam tshuam los ntawm cov yam tsis zoo thiab hloov pauv tas li, tab sis cov khoom lag luam PE rov ua dua tshiab thiab cov nqi nplej nyuaj rau kev txav mus los, uas tsis tsim nyog rau kev lag luam tus cwj pwm ntawm kev lag luam rov tsim dua tshiab.

Ua ntej, macro txhawb passivation cov khoom tshiab PE poob siab

Kev ua lag luam polyethylene yog tag nrho digested los ntawm kev txhawb zog ntawm macro sab, tab sis tsis muaj cov hlau lead zoo ntxiv, kev txhawb nqa tus nqi txuas ntxiv mus ntxiv, kev lag luam polyethylene rov qab mus rau qhov kev poob qis, thiab cov nqi lag luam nce thiab poob. Downstream factories tsuas yog xav tau tseem muaj nyob, nrog kev poob qis hauv cov nqi lag luam, cov chaw tsim khoom hauv qab los tsim cov khoom lag luam qis, cov khoom lag luam cov khoom lag luam thiab cov qauv kev lag luam hauv cov khoom lag luam tau qis me ntsis, kev lag luam polyethylene pib maj mam tsim hauv qab.

PE cov nqi ntawm cov ntaub ntawv tshiab txuas ntxiv poob qis, tus nqi sib txawv ntawm cov khoom tshiab thiab qub tseem nqaim, txij li lub Kaum Ib Hlis 24, tus nqi sib txawv ntawm cov khoom tshiab thiab qub tau poob tawm ntawm 1200 yuan / ton, thiab nyob rau hauv lub macro tsis zoo siab, tus nqi sib txawv ntawm cov ntaub ntawv tshiab thiab qub yuav nqaim mus ntxiv, ntxiv rau cov dej ntws ntawm cov khoom siv rov ua dua tshiab.

Qhov thib ob, downstream pib thiab pib nres-pib kev yuav khoom nrog kev txiav txim rau lub ntsiab

Recycled PE downstream product start-up diagram

Lub lim tiam no, muaj qhov sib txawv ntawm kev ua haujlwm ntawm kev ua yeeb yaj kiab ua liaj ua teb hauv ntau thaj tsam ntawm lub tebchaws. Ntawm lawv, kev khiav hauj lwm tus nqi ntawm cov lag luam nyob rau hauv Northeast thiab North Tuam Tshoj poob ntawm 1% -5%, feem ntau yog vim huab cua txias nyob rau hauv Northeast Tuam Tshoj ua ntej, qhov kawg ntawm lub caij zaj duab xis yog ntxov dua lwm lub cheeb tsam, thiab cov kev khiav hauj lwm tus nqi nyob rau hauv Tuam Tshoj. North China poob qis me ntsis. Hauv Tuam Tshoj Sab Hnub Tuaj, Sab Qab Teb Tuam Tshoj, Central Tuam Tshoj, Northwest thiab Southwest Tuam Tshoj, kev ua haujlwm ntawm cov lag luam nce ntawm 1% thiab 5%.

Raws li kev lag luam tam sim no, 61.40% ntawm cov tuam txhab ua yeeb yaj kiab ua liaj ua teb tseem tuav lub siab ruaj khov ntawm tus nqi linear, thiab ntseeg tias waand-pom kev xav ntawm cov tuam txhab davhlau ya nyob twg muaj zog, thiab cov kev txiav txim siab ntawm cov yeeb yaj kiab ua liaj ua teb pib txo qis, nce toj. kev txhawb nqa tsis muaj zog, thiab tus nqi ntawm cov khoom siv raw yog qhov ruaj khov nyob rau theem tom ntej. 31.58% ntawm cov tuam txhab ua yeeb yaj kiab ua liaj ua teb tuav lub siab tsis zoo ntawm cov nqi linear, ntseeg tias kev tos-thiab-pom kev xav ntawm cov tuam txhab davhlau ya nyob twg muaj zog, thiab kev txiav txim siab ntawm cov yeeb yaj kiab ua liaj ua teb pib txo qis, kev txhawb nqa sab saud tsis muaj zog, thiab tus nqi ntawm cov khoom ua liaj ua teb. cov ntaub ntawv raw yog qhov ruaj khov nyob rau theem tom qab. 7.02% ntawm cov tuam txhab ua yeeb yaj kiab ua liaj ua teb tuav tus cwj pwm ntawm tus nqi linear, tias qhov kev poob qis hauv kev ua yeeb yaj kiab ua liaj ua teb tsis pom tseeb, tseem muaj kev txhawb nqa rau cov khoom siv raw, thiab cov nqi polyethylene muaj qhov chaw me me rau kev tshawb nrhiav. Hauv cov ntsiab lus, feem ntau cov khoom lag luam downstream tuav qhov kev pom ruaj khov ntawm kev ua lag luam yav tav su, uas yog qhov zoo rau kev lag luam qis qis ntawm kev ua lag luam yav tav su, thiab tuaj yeem muab qee yam kev txhawb nqa rau cov khoom siv rov ua dua tshiab.

Thib peb, qhov tsis zoo ua rau rov tsim dua tshiab kev lag luam kev xav tsis ruaj khov

Tam sim no, qhov kev tsim kho tshiab, cov kev xav tsis zoo sib kis, kev txhawb nqa bearish yog qhov nyias nyias, Xiaobian hauv kev tsim kho PE kev lag luam kev lag luam kev xav tau kwv yees, 39.97% saib ntawm lub hlwb kom pom kev ruaj ntseg, 50.86% kev puas siab puas ntsws bearish, 8.63% tsim nyog bullish. Nyob rau hauv lub caij ntuj sov huab cua, kev yuav khoom ntawm raw cov ntaub ntawv los ntawm downstream khoom factories tau poob qis, thiab tus nqi ntawm cov ntaub ntawv tshiab PE tau fluctuated downward, txawm hais tias tus nqi sib txawv ntawm cov khoom tshiab thiab qub tseem nyob rau hauv ntau tshaj 1,000 yuan. ib tuj, tab sis tus nqi sib txawv ntawm cov khoom tshiab thiab qub tsis txaus nyob rau hauv lub lag luam yav tom ntej, thiab tus nqi sib txawv ntawm cov ntaub ntawv tshiab thiab qub yuav nqaim mus ntxiv. Kev lag luam hauv tsev thiab txawv teb chaws rov qab tau qeeb, cov khoom lag luam off-season downstream cov khoom lag luam txiav txim siab yuav nrhiav tau nyuaj dua, kev tsim kho tsis siab ntawm kev yuav khoom ntawm cov khoom siv raw khoom tsis muaj zog. Raws li cov laj thawj saum toj no, kev lag luam rov tsim dua tshiab muaj tus cwj pwm tsis zoo rau kev lag luam yav tom ntej.

Nyob rau hauv cov ntsiab lus, lub upsurge tsis ntev los no nyob rau hauv lub tshav pob, tag nrho cov tog neeg rau lub industrial saw muaj loj los yog me me kev hloov, tab sis lub regeneration lag luam yog ceev faj ntau, ua ke nrog kev txhawb nqa ntawm tus nqi sab, lub regeneration particle lag luam ntau ruaj khov, kev lag luam yav tom ntej. yuav ua kom ruaj khov rau kev lag luam, kev ceev ntawm cov khoom lag luam qeeb. Fujian siab siab dawb dhau thawj particle mainstream siv 6200-6300 yuan / tuj, Hebei tsis tshua muaj siab Wahaha zoo tib yam crushing khoom siv mainstream siv 4400 yuan / ton, Hebei siab siab dawb pass thawj particle mainstream siv nqi 6100-6300 yuan / ton, Hebei Wahaha dawb particle mainstream siv tus nqi 5900-6000 yuan / tuj, Juxian EVA granulation mainstream siv nqi 6000-6200 yuan / tuj.